EasyAssetManagement Core Balanced RA

EasyAssetManagement Core Balanced RA

Investors that are comfortable suffering a loss of up to -10% in pursuit of positive returns of up to +22% over a 6-month period.


> 5 Years

Available In


Portfolio Type


Investment Objective

Capital Growth

About this Fund

Our Core portfolio range utilises only Exchange Traded Funds (ETFs) in its portfolio construction.

The Core Balanced portfolio, through EasyAssetManagement’s proprietary algorithms, strategically blends Asset Classes (Cash, Bonds, Equity and Property), locally and abroad, to achieve the desired return and risk outcome.

See more about EasyAssetManagement’s investment philosophy and methodology here

This RA portfolio is constructed to comply with the investment criteria governing retirement funds (regulation 28)

Who is this Suitable for?

  • You are looking for capital growth over the long term, in a diversified portfolio.
  • You are ideally investing for at least 5 years.
  • You are comfortable taking on a higher degree of risk through market fluctuations which could result in capital loss.

Investment Strategy

Bonds 25.1%

Cash 3.78%

Foreign Equity 39.64%

Property 0%

Equity 31.48%

Fund Charges (excl. VAT)


0.1% P/A (excl VAT)



underlying total expense ratio (ter) Learn about what the total expense ratio is.


total investment cost


Transaction costs are estimated over a 3 year annualised period